CARLSON CARL M (CFO & Chief Strategy Officer) reported 1 transaction at BEACON FINANCIAL CORP
Review the transaction codes below to understand the nature of each event.
Filed: 9/2/2026ACC: 0001628280-26-060144
Officer· CFO & Chief Strategy Officer
Since Sep 2025
-1.31K
Net shares
Net seller
$39.9K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
1.31K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−1.31K
Price / share
$30.39
Trade value
$39.93K
% of position
1.5%
9/1/2026
86.05K→84.73K
Total
Net shares
−1.31K
Net value
-$39.93K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 9/1/2026 | F · Tax Withholding | −1.31K | $30.39 | $39.93K | 1.5% | 86.05K | 84.73K |
| Total | −1.31K | -$39.93K | ||||||
Derivative Transactions0
No derivative transactions reported